Consilium Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Consilium Wealth Advisory’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.38M	Buy	70,460 +1,548	+2%	+$120K	1.59%	16
2026 Q2	$5.37M	Buy	68,912 +1,538	+2%	+$120K	1.59%	17
2026 Q1	$5.28M	Buy	67,374 +1,389	+2%	+$109K	1.8%	16
2025 Q4	$5.2M	Buy	65,985 +3,184	+5%	+$251K	1.92%	16
2025 Q3	$4.96M	Buy	62,801 +4,195	+7%	+$330K	1.91%	15
2025 Q2	$4.61M	Buy	58,606 +901	+2%	+$70.4K	1.95%	15
2025 Q1	$4.52M	Buy	57,705 +1,927	+3%	+$150K	2.26%	14
2024 Q4	$4.31M	Buy	+55,778	New	+$4.33M	2.06%	15

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Consilium Wealth Advisory's BSV Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.2% in Q3 2026, buying an estimated $120K and bringing the position to 70,460 shares worth $5.38M. The position accounts for 1.59% of the portfolio, ranked #16.

Consilium Wealth Advisory first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. 737 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Consilium Wealth Advisory held 70,460 shares of Vanguard Short-Term Bond ETF worth $5.38M as of Q3 2026.
Consilium Wealth Advisory bought 1,548 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $120K.
Vanguard Short-Term Bond ETF made up 1.59% of Consilium Wealth Advisory's portfolio in Q3 2026, its #16 holding.
Consilium Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
737 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.